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Stratton Relative Value Separately Managed Accounts

Stratton Relative Value Team

Sterling's Stratton Relative Value Team is based in Philadelphia, Pennsylvania, and is comprised of 5 seasoned professionals led by Gerald M. Van Horn, CFA®.


Objective

To add value primarily through positive stock selection across economic sectors while maintaining high levels of "active share."


Our Focus

  • Undervalued Stocks
  • Favorable Earnings
  • Price Momentum

 

The team employs a combination of quantitative and fundamental research to identify stocks that are undervalued versus their peers, yet possesses unique catalysts to drive potentially outsized share price appreciation. Low historical portfolio turnover is driven by the team's long-term perspective as holdings typically possess multi-year catalysts.


For more information call (888) 228-1872  |  Option 1 for Internal Sales Desk


Stratton Relative Value Separately Managed Accounts
  • Stratton Small Cap Value

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